See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,603 | $86,944+7.7% | $107,525-12.9% | $74,304+26.0% |
| Participation rate | 68.7% | 59.6%+9.1pp | 75.1%-6.4pp | 60.3%+8.3pp |
| Annual return | 20.78% | 23.52%-2.7pp | 181.32%-160.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $3,867 | $2,757+40.3% | $3,754+3.0% | $2,241+72.5% |
| Participant deferral / active EE | $11,111 | $3,554+212.6% | $5,116+117.2% | $3,767+194.9% |
| Admin fee / account holder | $319 | $3,727-91.4% | $8,919-96.4% | $2,969-89.2% |